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Disclosery

UBS Group AG: BVFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on BVFL, newest first. How the timeline and the estimate are built.

UBS Group AG held 3,457 BVFL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,457 shares
    Change vs previous 13F -587 shares

    <0.01% of the 13F portfolio, value $73,219.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11 shares
    • UBS Group AG: 3,446 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,044 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $77,402.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11 shares
    • UBS Group AG: 4,033 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,522 shares
    Change vs previous 13F -2,193 shares

    <0.01% of the 13F portfolio, value $100,169.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11 shares
    • UBS Group AG: 5,511 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,715 shares
    Change vs previous 13F +1,241 shares

    <0.01% of the 13F portfolio, value $124,366.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,474 shares
    Change vs previous 13F +4,366 shares

    <0.01% of the 13F portfolio, value $98,599.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,108 shares
    Change vs previous 13F +1,340 shares

    <0.01% of the 13F portfolio, value $32,168.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 768 shares
    Change vs previous 13F +619 shares

    <0.01% of the 13F portfolio, value $13,225.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,287.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).